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Building 2CARMICHAEL HILL & ASSOCIATES INC

Map pinGAITHERSBURG, MD
Phone301-217-9300
NotebookSEC #801-34173
Total AUM
$342.9M
Employees
5
Clients
204

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 EAST DIAMOND AVE
GAITHERSBURG
MD 20877
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
301-217-9300

ReceiptFinancials

Total AUM
$342.9M
Accounts
893
Discretionary
$342.9M
Accounts
893
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$46.3M
HNW Individual Clients
109
AUM
$269.5M
Pension/Profit Sharing Plan Clients
5
AUM
$14.3M
Charitable Organization Clients
1
AUM
$12.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCLAMDNHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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